About Lotito & Lazzara, P.C.
<p>Founded in October 1992 by Jerry Innes and Michael K. Lotito, Lotito & Lazzara, P.C. is a CPA firm that also goes by CPA Nerds.</p> <p>Based in Macomb Township in the northern Detroit metro area, the firm works with businesses and nonprofits across Macomb and Oakland County. Its work covers business accounting and bookkeeping, along with tax and attestation support for organizations that need formal reporting and assurance.</p> <p>Lotito & Lazzara focuses on using up-to-date technology to manage tax work and attestation engagements that have become more complex over time. For retirement plans that require an independent audit, sponsors can also consider the firm among local <a href="/auditors/401k">401(k) auditors</a> and other <a href="/retirement-plans">retirement plan providers</a>.</p> <p>Phone: (586) 468-0200. Website: <a href="https://www.cpanerds.com/">https://www.cpanerds.com/</a>.</p> <ul> <li>Founded: 1992 (October)</li> <li>Founders: Jerry Innes and Michael K. Lotito</li> <li>Location: Macomb Township, Michigan (Detroit area)</li> <li>Services: business accounting, bookkeeping, nonprofit CPA services</li> <li>Work includes: tax and attestation</li> </ul>
Website: https://www.cpanerds.com/
Founded: 1992
Office Locations
- Macomb, MI
Accreditations & Certifications
- AICPA EBPAQC
- AICPA Member
Audit Statistics (2024)
- Total Plans Audited: 6
- Total AUM Audited: $70.9M
- 401(k): 6 plans, $70.9M AUM
Plans Serviced (2024)
Largest plans where this firm is listed as a service provider (Schedule C) or IQPA (Schedule H) on the most recent filings (From Form 5500).
| Plan | Sponsor | Assets | Participants |
|---|---|---|---|
| UFCW MEMBERS, LOCAL UNIONS, AND MULTI-EMPLOYER 401(K) PLAN | UFCW MEMBERS, LOCAL UNIONS, AND MU, MI | $30M | 2,369 |
| C B S BORING & MACHINE CO., INC. PLAN | C B S BORING & MACHINE CO., INC., MI | $12M | 116 |
| WHITLAM GROUP 401(K) PLAN | WHITLAM GROUP, INC., MI | $12M | 112 |
| TEAMSTERS LOCAL UNION 299 MULTI EMPLOYER 401(K) PLAN | TEAMSTERS LOCAL UNION 299, MI | $8M | 316 |
| HOTEL INVESTMENT SERVICES 401(K) PLAN | HOTEL INVESTMENT SERVICES, INC, MI | $5M | 551 |
| 401(k) Retirement Plan | Healthcare Sponsor, MI | $4M | 122 |
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